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AI独角兽
AI独角兽
·
01-15
大摩大幅调降禾赛评级，由超配降为持有
非常抱歉，此主贴已删除
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AI独角兽
AI独角兽
·
01-14
$金山云(KC)$
韭菜们，看看机构和高管们的各种做空和减持，清醒点吧
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AI独角兽
AI独角兽
·
01-02
$禾赛(HSAI)$
韭菜们应该注意到近期国外网站报道特斯拉正在加大红外短波雷达的研发，其实就是4D毫米波雷达，成本比激光雷达低太多，而且能够解决恶劣天气干扰的问题，激光雷达的死亡倒计时开始了
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AI独角兽
AI独角兽
·
01-01
$金山云(KC)$
相信大部分这票的散户都是冲着雷布斯来的，昨晚雷布斯的跨年演讲不知道大家看没看： 1、小米的战略很清楚，就是车和手机。而且车的优先级现在最高，昨晚绝大部时间都在讲车，因为50万台是一家整车厂跨进盈利线必须要经过的一道规模坎，小米现在起步还可以，但离盈利还差很远。 2、小米做AI也完全不是为了云业务，云业务在小米体系连边缘业务都算不上，顶多算个成本中心。 建议大家有钱还是多买点小米或者小米车的生态链支持雷布斯。金山云这票就是在给对冲和量化送钱，来的快，去的也快，短期赚到的终究会加倍还给机构，大家还是要坚定价值投资
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AI独角兽
AI独角兽
·
2024-12-31
$金山云(03896)$
大家看看金山云美股的公告，12月24号董事hehaijian减持30万股，2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧
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AI独角兽
AI独角兽
·
2024-12-31
12月24号董事hehaijian减持30万股，另外2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧
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AI独角兽
AI独角兽
·
2024-12-31
看看真真在赚钱的金山软件近期的股价，就知道金山云这波泡沫有多大。金山云拿走小米和金山软件这2个关联股东的单子，还能剩个啥，也就是青云，七牛云这种3、4流云厂家的水平
@三藏大法师：
$金山云(03896)$ $金山云(KC)$ 这股票是不错，但现在的价格太高了。跟6682比起来，无论是运营还是规模，都不在一个档次上，股价却高出好几个档次。得等营收真正上来才行，现在这情况纯粹是炒作。就连小米自家的AI能不能成气候都还难说呢。
$金山云(03896)$ $金山云(KC)$ 这股票是不错，但现在的价格太高了。跟6682比起来，无论是运营还是规模，都不在一个档次上，股价却高出好几个档次。得等营收真正上来才行，现在这情况纯粹是炒作。就连小米自家的AI能不能成气候都还难说呢。
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AI独角兽
AI独角兽
·
2024-12-31
金山云在云市场份额的统计里，都算成了其他，靠关联股东的单子活着，说白了就是把小米和金山软件的研发成本资本化，韭菜们清醒点
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AI独角兽
AI独角兽
·
2024-12-28
毛利16亿多，同比去年涨了5个多亿，但是净利负的31亿多，亏损只收窄了3亿多，说明什么？盈利能力仍然在持续变差。坏账那么多，收入的水分有多少？靠母公司输血养着，外部大客户流失了30%多，未来成长性几乎没有。 这票越来越像母公司为了让自己的研发成本资本化，把数据中心和AI的大规模投入转移到金山云的成本上，这样母公司的财报就会非常好看。
@LEEANT：
$金山云(KC)$ 被控盘了吧
$金山云(KC)$ 被控盘了吧
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AI独角兽
AI独角兽
·
2024-12-28
$金山云(KC)$
毛利16亿多，同比去年涨了5个多亿，但是净利负的31亿多，亏损只收窄了3亿多，说明什么？盈利能力仍然在持续变差。坏账那么多，收入的水分有多少？靠母公司输血养着，外部大客户流失了30%多，未来成长性几乎没有。 这票越来越像母公司为了让自己的研发成本资本化，把数据中心和AI的大规模投入转移到金山云的成本上，这样母公司的财报就会非常好看。
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降禾赛评级，由超配降为持有","listText":"大摩大幅调降禾赛评级，由超配降为持有","text":"大摩大幅调降禾赛评级，由超配降为持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392630270853184","repostId":"2503305175","repostType":2,"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392284679500328,"gmtCreate":1736816638776,"gmtModify":1736816641915,"author":{"id":"3555450599948788","authorId":"3555450599948788","name":"AI独角兽","avatar":"https://static.tigerbbs.com/99db53ae9ac71f5f98bc59a376fbe1f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555450599948788","authorIdStr":"3555450599948788"},"themes":[],"htmlText":"<a 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大家看看金山云美股的公告，12月24号董事hehaijian减持30万股，2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/387373894254984","isVote":1,"tweetType":1,"viewCount":6084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"content":"你看看减持那点数字，可能就是因为大家都没怎么发奖金，齐心合力做好数字，减持了一点股票当奖金呢吧。这不算什么利空。","text":"你看看减持那点数字，可能就是因为大家都没怎么发奖金，齐心合力做好数字，减持了一点股票当奖金呢吧。这不算什么利空。","html":"你看看减持那点数字，可能就是因为大家都没怎么发奖金，齐心合力做好数字，减持了一点股票当奖金呢吧。这不算什么利空。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387370362114560,"gmtCreate":1735614306002,"gmtModify":1735614308048,"author":{"id":"3555450599948788","authorId":"3555450599948788","name":"AI独角兽","avatar":"https://static.tigerbbs.com/99db53ae9ac71f5f98bc59a376fbe1f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555450599948788","authorIdStr":"3555450599948788"},"themes":[],"htmlText":"12月24号董事hehaijian减持30万股，另外2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧","listText":"12月24号董事hehaijian减持30万股，另外2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧","text":"12月24号董事hehaijian减持30万股，另外2个副总裁也纷纷减持解禁的股票，韭菜们清醒点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387370362114560","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387387488387496,"gmtCreate":1735607731538,"gmtModify":1735607733944,"author":{"id":"3555450599948788","authorId":"3555450599948788","name":"AI独角兽","avatar":"https://static.tigerbbs.com/99db53ae9ac71f5f98bc59a376fbe1f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555450599948788","authorIdStr":"3555450599948788"},"themes":[],"htmlText":"看看真真在赚钱的金山软件近期的股价，就知道金山云这波泡沫有多大。金山云拿走小米和金山软件这2个关联股东的单子，还能剩个啥，也就是青云，七牛云这种3、4流云厂家的水平","listText":"看看真真在赚钱的金山软件近期的股价，就知道金山云这波泡沫有多大。金山云拿走小米和金山软件这2个关联股东的单子，还能剩个啥，也就是青云，七牛云这种3、4流云厂家的水平","text":"看看真真在赚钱的金山软件近期的股价，就知道金山云这波泡沫有多大。金山云拿走小米和金山软件这2个关联股东的单子，还能剩个啥，也就是青云，七牛云这种3、4流云厂家的水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387387488387496","repostId":"387208739794992","repostType":1,"repost":{"id":387208739794992,"gmtCreate":1735563712450,"gmtModify":1735566637847,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010490","authorIdStr":"10000000000010490"},"themes":[],"htmlText":"<a 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